Amazon.com, Inc. $AMZN Shares Purchased by Henshaw Capital LLC

Posted by Francis Steltz on Aug 14th, 2026

Henshaw Capital LLC increased its stake in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 4.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 337,674 shares of the e-commerce giant’s stock after buying an additional 14,500 shares during the quarter. Amazon.com makes up 2.6% of Henshaw Capital LLC’s holdings, making the stock its 10th biggest position. Henshaw Capital LLC’s holdings in Amazon.com were worth $70,327,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in AMZN. Brighton Jones LLC grew its holdings in Amazon.com by 10.9% during the fourth quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock worth $885,478,000 after purchasing an additional 397,007 shares during the period. Revolve Wealth Partners LLC raised its stake in Amazon.com by 4.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock valued at $5,495,000 after buying an additional 986 shares during the period. Bank Pictet & Cie Europe AG raised its stake in Amazon.com by 2.8% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock valued at $442,481,000 after buying an additional 54,987 shares during the period. Highview Capital Management LLC DE lifted its position in shares of Amazon.com by 5.5% in the fourth quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock valued at $6,357,000 after buying an additional 1,518 shares during the last quarter. Finally, Liberty Square Wealth Partners LLC acquired a new stake in shares of Amazon.com in the fourth quarter valued at approximately $2,153,000. 72.20% of the stock is owned by institutional investors.

Key Stories Impacting Amazon.com

Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Amazon is positioning Alexa as an AI-powered shopping assistant that can identify missing groceries from a refrigerator photo, create a shopping list and potentially direct purchases before customers visit competitors such as Walmart. The initiative could strengthen Amazon’s grocery and retail ecosystem. Amazon Wants Alexa to Own the Shopping List Before Walmart Ever Sees It
Positive Sentiment: AWS remains a major bullish catalyst. Recent reports highlighted 36.7% year-over-year AWS growth, a roughly $496 billion backlog and substantial demand for AI infrastructure. Amazon has also made OpenAI cybersecurity models available through Amazon Bedrock, supporting cloud-service adoption. Amazon Stock Eyes AWS Growth as Amazon’s $220 Billion Spending Plan Expands
Positive Sentiment: Analyst coverage remains favorable, with one report citing a potential 32% upside and no sell ratings among 62 analysts. Investment activity also included Appaloosa nearly doubling its Amazon position earlier this year, signaling continued institutional confidence. Amazon’s Price Target Says Plus 32 Percent and Not a Single Analyst Says Sell
Neutral Sentiment: Amazon is reportedly a leading bidder for Decart AI, which could add valuable AI talent and technology for AWS, retail operations and advertising. However, the financial terms and outcome remain uncertain. What Could Amazon Gain From Leading the Decart AI Bidding?
Negative Sentiment: Twitch’s decision to enroll creators by default in sharing livestream content for Amazon AI training has triggered strong user backlash. The controversy could create reputational, regulatory and creator-retention risks. Amazon Will Train on Twitch Streamers’ Content by Default Unless They Opt Out
Negative Sentiment: Amazon’s 2026 capital-expenditure forecast has risen to approximately $220 billion as it expands AI and cloud capacity. Investors are concerned that borrowing and heavy spending may reduce near-term free cash flow, particularly while Amazon does not pay a dividend. Amazon Raises 2026 AI Spending to 220 Billion Dollars
Negative Sentiment: New York City labor activists and Teamsters are urging passage of legislation that could require delivery workers to be directly employed, potentially increasing Amazon’s labor costs and disrupting its last-mile delivery model. Amazon Teamsters and Allies Picket City Hall for the Delivery Protection Act

Insider Transactions at Amazon.com

In other news, VP Shelley Reynolds sold 2,363 shares of Amazon.com stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $262.38, for a total value of $620,003.94. Following the transaction, the vice president owned 119,780 shares in the company, valued at approximately $31,427,876.40. This trade represents a 1.93% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 1,000 shares of the business’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $278.39, for a total value of $278,390.00. Following the transaction, the chief executive officer directly owned 483,527 shares of the company’s stock, valued at $134,609,081.53. This trade represents a 0.21% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 62,650 shares of company stock worth $16,535,457. 8.90% of the stock is owned by insiders.

Amazon.com Stock Performance

Shares of Amazon.com stock opened at $265.13 on Friday. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. The company has a market cap of $2.86 trillion, a PE ratio of 21.33, a price-to-earnings-growth ratio of 1.78 and a beta of 1.45. The company has a 50 day moving average of $247.57 and a 200-day moving average of $238.49. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20.

Amazon.com (NASDAQ:AMZN – Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The business had revenue of $200.61 billion for the quarter, compared to analysts’ expectations of $197.03 billion. During the same period last year, the firm posted $1.68 earnings per share. The firm’s quarterly revenue was up 19.6% compared to the same quarter last year. As a group, equities research analysts forecast that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

AMZN has been the topic of several research reports. Monness Crespi & Hardt upped their price objective on shares of Amazon.com from $315.00 to $330.00 and gave the company a “buy” rating in a report on Friday, July 31st. Royal Bank Of Canada lifted their target price on shares of Amazon.com from $320.00 to $330.00 and gave the stock an “outperform” rating in a report on Friday, July 31st. Sanford C. Bernstein reiterated an “outperform” rating and issued a $320.00 price target (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. HSBC reissued a “buy” rating and issued a $310.00 price target on shares of Amazon.com in a report on Friday, July 31st. Finally, BNP Paribas Exane boosted their price objective on Amazon.com from $320.00 to $345.00 and gave the stock an “outperform” rating in a report on Tuesday, May 5th. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $322.56.

Read Our Latest Report on AMZN

About Amazon.com

(Free Report)

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.